RadekLe avatar

RadekLe
🇨🇿 Income Consumable Goods and Entertainment Investor.
2 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
December 12, 2023
Lowest Cash
August 2, 2023
Average Cash

Portfolio Diversification

Range

Most Diversified
31 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
20 instruments

Most Consistent Holdings

Top 5

avatarAAPL
99.93%
avatarMCD
99.93%
avatarJPM
99.86%
avatarSBUX
99.86%
avatarOR.PA
99.86%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
August 2, 2023
Lowest Exposure
December 12, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Consumer Services
25.5%
Consumer Non Durables
24.28%
Finance
17.67%
Technology Services
9.22%
Electronic Technology
5.66%

Top Countries

Top 5

🇺🇸United States
87.15%
🇫🇷France
7.67%
🇨🇭Switzerland
2.95%
🇬🇧United Kingdom
0.62%
🇩🇪Germany
0.08%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
StarbucksStarbucks (SBUX)
9.36%6.86%99.86%-
McDonald'sMcDonald's (MCD)
7.68%10.12%99.93%-
MicrosoftMicrosoft (MSFT)
6.86%0%96.3%10/17/2025
JPMorganJPMorgan (JPM)
6.51%6.85%99.86%-
AppleApple (AAPL)
5.22%4.55%99.93%-
L'OréalL'Oréal (OR.PA)
5.13%2.15%99.86%-
Domino'sDomino's (DPZ)
4.49%0%63.06%8/6/2024
KeyCorpKeyCorp (KEY)
4.41%6.8%66.26%-
PepsiCoPepsiCo (PEP)
3.29%0%74.66%12/16/2024
Estee LauderEstee Lauder (EL)
3.13%9.12%64.41%-
Leggett & PlattLeggett & Platt (LEG)
3%0%48.47%12/11/2023
Barry CallebautBarry Callebaut (BARN.ZU)
2.95%3.66%61%-
HersheyHershey (HSY)
2.42%0%36.8%12/16/2024
MarriottMarriott (MAR)
2.37%7.62%38.58%-
Home DepotHome Depot (HD)
2.21%0%36.51%6/22/2023
M&T BankM&T Bank (MTB)
2.11%0%31.89%4/9/2024
AlphabetAlphabet (GOOG)
2.03%8.9%34.59%-
Williams-SonomaWilliams-Sonoma (WSM)
1.92%0%36.37%6/20/2023
KeringKering (KER.PA)
1.85%0%50.68%5/28/2025
GraingerGrainger (GWW)
1.56%8.67%19.5%-
Main Street CapitalMain Street Capital (MAIN)
1.51%3.79%34.52%-
Monster BeverageMonster Beverage (MNST)
1.28%5.26%25.2%-
AllyAlly (ALLY)
1.26%0%19.72%7/24/2023
Southern CoSouthern Co (SO)
1.25%0%47.47%11/27/2023
NextEraNextEra (NEE)
1.23%0%38.58%7/21/2023
ChevronChevron (CVX)
0.97%0%38.43%7/19/2023
AbbVieAbbVie (ABBV)
0.95%0%35.52%6/8/2023
Vail ResortsVail Resorts (MTN)
0.94%0%21.64%10/17/2025
VerizonVerizon (VZ)
0.89%0%28.54%12/11/2023
Procter & GambleProcter & Gamble (PG)
0.84%0%35.09%6/2/2023
ColgateColgate (CL)
0.83%0%22.42%11/28/2022
3M3M (MMM)
0.79%0%38.43%7/19/2023
DanoneDanone (BN.PA)
0.69%0%29.18%3/9/2023
IFFIFF (IFF)
0.5%0%19.72%11/27/2023
BookingBooking (BKNG)
0.49%8.03%8.19%-
Johnson & JohnsonJohnson & Johnson (JNJ)
0.47%0%28.61%3/1/2023
Realty IncomeRealty Income (O)
0.44%0%11.96%12/11/2023
eXp WorldeXp World (EXPI)
0.43%0%35.52%6/8/2023
AltriaAltria (MO)
0.4%0%20.36%10/27/2022
United RentalsUnited Rentals (URI)
0.37%2.01%16.09%-
DiageoDiageo (DEO)
0.35%0%9.68%12/19/2023
ScottsScotts (SMG)
0.35%0%19.29%6/8/2023
Coca-ColaCoca-Cola (KO)
0.33%0%35.52%6/8/2023
IntuitIntuit (INTU)
0.33%0%10.18%7/24/2023
British American TobaccoBritish American Tobacco (BTI)
0.27%0%28.61%3/1/2023
Lockheed MartinLockheed Martin (LMT)
0.23%0%8.11%4/25/2022
BroadcomBroadcom (AVGO)
0.21%0%6.83%4/7/2022
DardenDarden (DRI)
0.18%3.45%4.84%-
CostcoCostco (COST)
0.17%1.77%8.75%-
Lam ResearchLam Research (LRCX)
0.16%0%7.12%8/19/2022
VICI PropertiesVICI Properties (VICI)
0.15%0%4.41%8/24/2023
CitizensCitizens (CFG)
0.14%0%4.34%7/12/2023
SPX500 Index (Non Expiry)SPX500 Index (Non Expiry) (SPX500)
0.11%0%3.63%6/15/2023
FMCFMC (FMC)
0.1%0%4.06%10/25/2022
CitiCiti (C)
0.1%0%5.62%6/2/2023
Air ProductsAir Products (APD)
0.08%0%2.21%1/31/2022
Deutsche BankDeutsche Bank (DB)
0.08%0%5.12%10/20/2022
Bank of AmericaBank of America (BAC)
0.08%0%6.83%4/7/2022
CastellumCastellum (CAST.ST)
0.08%0%3.49%11/25/2022
ITWITW (ITW)
0.07%0%2.35%2/2/2022
MondelezMondelez (MDLZ)
0.03%0%2.21%1/31/2022
Sherwin-WilliamsSherwin-Williams (SHW)
0.01%0%2.21%1/31/2022
CumminsCummins (CMI)
0.01%0%2.21%1/31/2022
First Republic BankFirst Republic Bank (FRCB)
0.01%0%2.99%6/8/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
StarbucksStarbucks (SBUX)
13.89%12.98%
McDonald'sMcDonald's (MCD)
11.11%11.47%
MicrosoftMicrosoft (MSFT)
5.56%8.32%
KeyCorpKeyCorp (KEY)
4.63%7.96%
JPMorganJPMorgan (JPM)
3.7%6.86%
AppleApple (AAPL)
3.7%6.75%
Estee LauderEstee Lauder (EL)
11.11%6.71%
MarriottMarriott (MAR)
5.56%5.95%
Vail ResortsVail Resorts (MTN)
6.48%5.59%
Monster BeverageMonster Beverage (MNST)
5.56%4.94%
Barry CallebautBarry Callebaut (BARN.ZU)
7.41%4.86%
AlphabetAlphabet (GOOG)
4.63%4.86%
Main Street CapitalMain Street Capital (MAIN)
4.52%4.82%
L'OréalL'Oréal (OR.PA)
4.63%4.26%
KeringKering (KER.PA)
7.41%3.69%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments